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Concord Wealth Partners: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on HD, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 17,568 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,568 shares
    Change vs previous 13F -5,813 shares

    0.41% of the 13F portfolio, value $6,196,080.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,633 shares
    • Concord Asset Management, LLC/VA: 7,935 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,381 shares
    Change vs previous 13F +1,173 shares

    0.56% of the 13F portfolio, value $7,689,829.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,499 shares
    • Concord Asset Management, LLC/VA: 10,882 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,208 shares
    Change vs previous 13F +2,000 shares

    0.57% of the 13F portfolio, value $7,641,793.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 11,903 shares
    • Concord Asset Management, LLC/VA: 10,305 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,208 shares
    Change vs previous 13F -52 shares

    0.64% of the 13F portfolio, value $8,188,189.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,807 shares
    • Concord Asset Management, LLC/VA: 9,401 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,260 shares
    Change vs previous 13F +1,127 shares

    0.55% of the 13F portfolio, value $7,428,318.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,130 shares
    • Concord Asset Management, LLC/VA: 10,130 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,133 shares
    Change vs previous 13F -2,443 shares

    0.65% of the 13F portfolio, value $6,924,943.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,482 shares
    • Concord Asset Management, LLC/VA: 8,651 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,576 shares
    Change vs previous 13F -1,280 shares

    0.79% of the 13F portfolio, value $8,393,061.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 11,503 shares
    • Concord Asset Management, LLC/VA: 10,073 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,856 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,261,046.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,114 shares
    • Concord Asset Management, LLC/VA: 10,742 shares

    Acceptance time not in the bulk data set (spec §4.2).